BRM2.0 Help

First Steps 7

• Overview - what is BRM all about?
• Your setup checklist
• Setting your key store details
• Setting your shop email address
• Shop opening / closed hours

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BRM Onboarding 3

• Getting started page
• Store phases during BRM Onboarding
• Help Carousels

Overview 13

• Glossary of Terms / Key concepts
• 'layers' in BRM
• User Roles and Privileges
• Switch Store function
• Logging in to BRM 2.0

View all 13

FAQ 7

• What are the Ski specific features of BRM / RSM ?
• Tours, packages, activities & events; what is the difference?
• what are some kayak / canoe specific features of BRM / RSM?
• Do you need to send an email for a provisional reservation? (made online)
• Hamburger Menu - What is it and what does it do?

View all 7

Tutorials & Videos 1

• Video tutorials

Reservations 21

• The Reservations Page - overview
• List VIEW
• Day VIEW
• Hour VIEW
• Reservation Summary Popup (RSP)

View all 21

Lifecycle tracking 2

• Reservation lifecycle (stages)
• highlighting reservations not fully paid up

Customers 15

• Managing customer records 'layer'
• Finding a Customer's Reservations
• Customers List Panel
• Using a Customer (from list panel) to create a new Reservation
• Postcode Lookup with Loqate

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Inventory within Reservations 2

• linking to underlying inventory
• ​Notes for specific items within your reservation

Financials & Pricing 12

• Per Item pricing adjustments
• Financials Tab
• Booking Slots on pricing page
• Billable days and duration
• Adding Transactions

View all 12

Maintenance - The Basics 9

• Maintenance - overview
• Service recording - fixing a broken item
• Using BRM to take service bookings
• recording a safety check
• Viewing item service history

View all 9

Maintenance - Advanced 5

• Handsfree mode
• Automated service recording (handsfree mode)
• Service Point depletion factors
• maintenance / mechanic reservation
• Maintenance Prep. List

Dealing with Change 10

• Adding, Swapping & Removing inventory in a reservation
• swap or add items by barcode (or ID)
• Cancelling a reservation
• How to extend / change Dates & Times of a Reservation
• adding notes to your reservations

View all 10

Printing, Waivers, Disclaimers, Receipts, Invoices 10

• Rental disclaimers (waivers)
• Printing receipts on Thermal Paper
• viewing the history of what has been printed
• Snapshot printing
• Print directly to Windows default printer

View all 10

Advice and Recommendations 22

• Hardware Requirements for running BRM
• Left hand menu
• tips for using BRM on a tablet
• saving your preferences
• Blocker bookings

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Communication 8

• Emailing a copy of reservation to your customer(s)
• Post Rental Email
• communications tab in Reservation Detail Panel
• email confirmations for online bookings
• How does BRM send emails on your behalf?

View all 8

Extras 2

• Defining which extras are using in a rental
• Applying Add-Ons (Reservation Level Extras)

Barcodes 2

• barcode commands
• Getting labels printed by BRM....

Reservation Types 2

• Using Multiple Reservation Types
• selecting the reservation type of your reservations

Delivery 5

• Delivery Management
• Applying discounts on delivery fees
• Delivery Fields
• What is 'a delivery' in the system?
• Defining delivery addresses

Advanced Reservation Features 2.0 24

• Discount Codes (vouchers)
• Custom / Quick search
• full audit trail (reservation events)
• allocating Items from Product Lines
• Smart Alerts

View all 24

Analysis & Reporting 7

• Graphs and Transactions in 2.0
• Exporting data from BRM
• deeper analysis using spreadsheets (and pivot tables)
• Google Analytics
• Graphing your rentals

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Problem Solving 8

• Problem Solving - 'undo' progress reservation
• Reservation Stages - a closer look
• Problem Solving - how can my item not be available when it is not reserved?
• Problem Solving - can't find my reservation
• Problems logging in

View all 8

The Basics 17

• Introduction to Inventory
• Adding new inventory (bikes or items)
• Editing Inventory: Item Detail Page
• Add / Manage Items
• Actual (physical) Items in your inventory - Overview

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Reservations 1

• Setting frequently used durations

Customers 2

• Custom fields for your Customer records
• Customizing your customer data - by product

Structuring your inventory (setup) 10

• Categories
• Manage Fleet - Hierarchy Management
• Product Lines - what's that all about!?
• changing an Item's ID
• Rename Product Line shortcode and all existing items

View all 10

Managing your inventory (over time) 9

• Changing the status of your items
• Manage Fleet - Archiving old inventory in your spreadsheet
• Setting items to 'for sale'
• selling inventory - setting an item to sold
• change an Item's status

View all 9

Pricing & Tax 6

• Pricing your items
• Adding Price Points
• Why do we set Prices at the Product Family level?
• Full day or 24 hour mode?
• deleting Price Groups

View all 6

Maintenance 0

Barcodes 3

• Handsfree mode
• Putting barcodes on your bikes - introduction to barcodes
• Barcoding - What BRM does and does not do

Extras 3

• what are extras in BRM?
• Setting up extras
• Setting up Add-Ons (Reservation Level Extras)

More advanced 11

• Inventory Summary Popup
• Offering Groups
• Issues with archiving items
• Changing the size of a Product Line (PL)
• holdback percentage for a product line

View all 11

Communication & Documents 5

• Notifications - Who panel
• Notifications - when panel
• Notifications overview
• Email Notifications - Content Panel
• Customising customer documents

General Settings 9

• Store Details: Address, Currency, Tax rate and other core details
• Date and Time settings
• Adding your location, including latitude and longitude
• tax settings
• Product (Item) compatibility

View all 9

Multi-language 7

• Languages overview
• Multi-lingual online booking (17 languages)
• Language customization page (multi-language)
• Supported languages page
• Language buttons within the back office

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Advanced Settings 3

• Auto-Allocate
• Auto-cancel
• Tax code override per Product Family

Email Settings 4

• Optimising your email deliverability
• Implement SPF for your domain
• Implement DKIM for your domain
• Automatically forwarding emails from BRM

CBP4 - The Basics 9

• making an online booking from the new Customer Booking Portal 4.0
• Publishing your online booking on your site (CBP 4.0)
• adding notes for your Items
• your Terms and Conditions
• suggested sizing

View all 9

CBP4 - Controlling your online offering 2

• Setting Booking Slots
• HIVO / regular mode

CBP4 - Advanced Configuration 8

• Collecting rider info per bike
• Customer Booking - what are extras?
• Creating an account
• Collecting per rider / skier information per item (configuration)
• 'This is me' - identify each rider in a multi-person reservation

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Optional Features 6

• Booking Buffers in Online Booking
• Min/Max Rental Duration by Product Family
• Hold back a percentage of inventory
• setting some categories to internal only
• Offering Control

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OBW (legacy) - The Basics 6

• (OBW) making an online booking from the Customer Booking Por
• (OBW) Publishing your online booking on your site
• (OBW) adding notes for your Items
• (OBW) your Terms and Conditions
• (OBW) suggested sizing (legacy)

View all 6

OBW (legacy) - Controlling your online offering 4

• (OBW) Setting Booking Slots
• (OBW) Pickup spacing for online reservations
• (OBW) Using Booking Slots in online booking with Multi-Location mode
• HIVO / regular mode for your Customer Booking Page

OBW (legacy) - Advanced - collecting customer data 4

• (OBW) Collecting rider / skier details per item
• (OBW) 'this is me' functionality - making sure multiple online bookers identify themselves
• (OBW) Should you ask for password creation in Online Booking? (legacy)
• (OBW) Online - Customizing your customer data - by product

OBW (legacy) - Advanced - selling extras online 2

• (OBW) Customer Booking - extras overview
• (OBW) Customer Booking - selling reservation level extras

OBW (legacy) - Advanced - deep linking into product 2

• (OBW) Deep linking into actual products in your online booking
• (OBW) Creating category specific versions of Online Booking

OBW (legacy) - Advanced - miscellaneous 7

• (OBW) Online Channels [under development]
• (OBW) Online Booking Overlay Feature
• (OBW) Google tracking code
• (OBW) do you even want to know about provisional reservations?
• (OBWshould you embed or link your Online Booking?

View all 7

API 1

• API keys page

Lightspeed 11

• Lightspeed integration - overview
• Lightspeed Integration - LS to BRM
• Lightspeed Integration - BRM to LS
• Lightspeed and BRM / RSM accounts
• Lightspeed integration - configuration

View all 11

Citrus Lime 3

• Citrus Lime Integration - BRM to CL
• Citrus Lime integration - overview
• Connect to your Citrus Lime Account

Slack 2

• Slack Integration
• Slack Configuration

Paypal 1

• Setting Up PayPal

Stripe 3

• Integrated Payment Providers
• Setting up payment methods on Stripe
• Setting up Stripe

Mailchimp 1

• Send new customers to Mailchimp

Webhooks 4

• Webhooks overview
• Setting up webhooks
• Example of customer JSON data sent by webhook
• Example of reservation JSON data sent by webhook

GBAL 8

• Making Generic Bookings (GBAL)- overview
• Product Line Availability and Summary
• Book X quantity of a product line
• Add a Product Line to a reservation
• viewing generic (Product Line) bookings in the planner

View all 8

Tours / Activities / Events 4

• Tours / Activities / Events / 2.0
• Inventory Type - TAE
• Selling tours and renting bikes
• Using BRM to sell shuttle bus tickets

Packages 4

• Selling packages
• why don't we show status for a package?
• Creating Packages
• Assigning items to Packages in a reservation

Product Catalog (PC) 5

• PC Overview
• Exporting a bike to the PC
• Exporting a snowboard to the PC
• retro-fit a PC definition onto your inventory
• create inventory direct from the PC

Ski features 1

• DIN calculator

Multi-Location 14

• Multi-location example - one system, multiple locations within
• what are the multi-location features?
• Home Location
• item 'current location'
• Multi-Location modes

View all 14

Delivery Planning Module 1

• Delivery Planning Module

Self Registration and Kiosks 7

• Self-Registration and Kiosk Overview
• Pairing devices with Kiosk Security enabled
• Kiosk Language Parameter
• Public Kiosks Overview
• Setting up a Public Kiosk

View all 7

Payment Processing & Recording 12

• Payments overview
• seeing which of your Reservations has a Stripe card
• Adding Stripe cards for a reservation
• Setting your payment methods
• you can't mix live and test customers on Stripe

View all 12

Account Management and Billing 1

• Account management and billing overview

User accounts 6

• Basic Role
• Mechanic Role
• Staff Role
• Shop Manager role
• Administrator Privilege

View all 6